Trusts & Estates

Trusts & Estates

Getting Results – Trusts and foundations at work

These are examples of sophisticated trust and foundation work by JMBM, in which we: Implemented a $45 million installment sale to an intentionally defective grantor trust Implemented a $50 million transfer to a charitable lead trust and structured the sale of the lead trust remainder to a dynasty trust for generation-skipping tax purposes Coordinated trust […]